Filed March 1, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,852 | $91,538+29.8% | $129,995-8.6% | $75,163+58.1% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 13.96% | -631.11%+645.1pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,786 | $2,845+33.1% | $4,320-12.4% | $2,670+41.8% |
| Participant deferral / active EE | $6,841 | $4,341+57.6% | $5,820+17.5% | $4,125+65.8% |
| Admin fee / account holder | $32,926 | $6,790+384.9% | $10,614+210.2% | $5,651+482.7% |